The Pro3 Series is the University of Florida’s comprehensive training series for administrative professionals on campus. This page includes course descriptions and schedule information. For more detailed information about the series, please click here.
Pro3 fiscal management certification has changed
Last fall, the requirements of the Pro3 certification in the fiscal management track changed. Classes that provided instruction about financial transactions before the May 10, 2011, financial systems upgrade now no longer count and instead have been replaced, as needed, by equivalent courses with course numbers beginning with PST9. Those who did not finish their fiscal management certificate by September 2011 may find they need to retake certain workshops in order to complete their certification. See this comparison of what changed. Questions? Concerns? Please e-mail training@ufl.edu.
All courses held in Room 120, HRS Building, unless otherwise indicated.
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Academic Department Support Track |
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HR/Payroll Track |
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Fiscal Management Track |
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Personal Excellence Courses |
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Academic Department Support Track Core Course
PRO331 Privacy/FERPA Review
Monday, August 6, 1:00 to 4:30 p.m.
Instructors: Susan Blair, Everall A. Peele
In this session, participants will be exposed to important information related to privacy at UF, including a review of FERPA—the Family Educational Rights and Privacy Act—also known as the Buckley Amendment. This session will seek to:
- Introduce relevant privacy laws and other considerations that affect how the university conducts business
- Explain each employee’s role in managing restricted data
- Describe requirements under FERPA and how they should be applied
- Ensure participants understand what must be done in order for UF to remain compliant
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Academic Department Support Track Electives
PRO324 Supporting Tenure and Promotion Activities in Your Department
Friday, June 22, 8:30 a.m. to 12 noon
Instructor: Janet Malphurs
This workshop is designed to increase administrative staff members’ understanding of the tenure/permanent status and promotion processes for faculty so that they may support those efforts more effectively. Workshop objectives include:
- Define tenure, permanent status, and promotion for both tenured and non-tenure accruing faculty
- Discuss timing of the Tenure and Promotion (T&P) process, including probationary periods, “Tenure When Ready,” and “Stopping the Tenure Clock”
- Review the T&P process, including T&P packet composition
- Identify the role of administrative staff in assisting faculty throughout the T&P process
PRO325 Immigration 101: Student Regulations
Friday, June 22, 1:30 to 4:30 p.m.
Instructors: Martine Angrand, Candice DeBose-Tyson
In this session, you will gain practical knowledge of immigration requirements and terminology related to assisting international students in attaining and maintaining legal status in the U.S. You will also develop working knowledge of the assistance and guidance available through the UF International Center.
Specific objectives of the class include:
- Learning important terminology (F1, J1, I-20, DS2019)
- Reviewing the process of obtaining the I-20/DS-2019 (helping the student get the status needed to be a student in the U.S.)
- Describing the requirements for maintaining legal status (e.g., enrollment and employment requirements)
- Reviewing the process for getting social security numbers for international students
PRO327 Grade-A-Gator Workshop
Friday, June 8, 2 p.m. to 4 p.m.
Instructor: Beckie Preston
Appropriate for both department as well as college-level grade coordinators, the Pro3 Grade-A-Gator course will discuss the role of the grade coordinator and will provide a demonstration of how to:
- Print class rolls
- Authorize access to Grade-A-Gator
- Enter grades via Grade-A Gator
PRO328 Course Scheduling
Thursday, June 21, 9 a.m. to 12 noon
Instructor: Colin Yokomi
This Pro3 workshop will introduce key concepts surrounding course scheduling at the University of Florida. In this session, the schedule calendar will be discussed and an overview of relevant web screens will be provided. Additionally, participants will learn how to schedule classroom space, the final exam requirement, and instructors. Use of web-based templates also will be reviewed.
PRO329 Managing the Scholarship Process
Wednesday, May 30, 1:30 to 4:30 p.m.
Instructor: Cheri Zdziarski
The session aims to increase your understanding of scholarships available, the management and payment process, and our responsibility as stewards. We will specifically look at:
- Scholarships, fellowships, and graduate assistants - what are they?
- Need- and non need-based scholarships
- UF Foundation, Ethics in Business, and Custodial scholarships
- Scholarships and non-resident aliens
- The money-moving process from beginning to end
- Scholarship reporting and stewardship
PRO330 Guide to Graduate Education
Monday, June 4, 9 a.m. to 12 noon
Instructors: Gann Enholm, Karen Bradley, and Rimjhim Banerjee
This session is designed to increase your understanding of graduate education at UF. Specific topics of the class include:
- A review of the graduate student lifecycle
- Supervisory committees and graduate faculty appointments - how they work
- How to utilize the Graduate Information Management System (GIMS)
- Policies you really need to know
- Best practices
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HR/Payroll Track Core Courses
PRO313 Guide to Temporary (OPS) Employment for UF Administrators
Thursday, August 9, 9 a.m. to 12 noon
Instructors: Donna Kolb and Melissa Curry
This workshop will discuss temporary (OPS) general, student and academic employment. Learn about the temporary employment hiring process and review other relevant policies and procedures, including “at will” employment, nepotism, workers’ and unemployment compensation, additional employment and lump sum payment, and FICA eligibility.
PRO314 Classification and Compensation Foundations
Monday, June 11, 1:30 to 4:30 p.m.
Instructor: Brook Mercier
The objective of this workshop is to increase your understanding of the university’s classification and compensation structure for UF staff, with emphasis on describing jobs accurately and understanding options that are available to ensure employees are classified and paid properly.
SCS040 Interviewing and Hiring
Also counts toward Managing at UF: The Supervisory Challenge
Monday, May 21, 1:30 to 4:30 p.m.
Tuesday, July 10, 9 a.m. to 12 noon
Instructor: John Sun
Using group participation, interactive exercises, and a video presentation, “The Right Person for the Right Job” will show you how to take the guesswork out of hiring so that you can hire not just “an” employee, but “the right” employee. Get tips on screening and interviewing plus ways to make a good job/person match.
PST094 Posting Gator Jobs 2012
Course involves the myUFL system
Course available through e-learning.
PST220 Job/Position Actions
Course involves the myUFL system
Course available through e-learning
In this course, participants will learn definitions of job codes and position numbers, the process for making changes to job classifications/position actions and subsequent approval process, and the appropriate use of Organizational Development and ePAFs.
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Other Personnel Actions
PRO316 Nonresident Alien Training/University Tax Services
Wednesday, July 25, 1:30 to 4:30 p.m.
Instructors: Brian Kuhl and Steve Thomas
This session is designed to prepare departments involved with any type of monetary compensation for foreign nationals. After attending, the goal is for participants to be able to move through the process of paying a foreign national efficiently and accurately – from organizing documentation to understanding the data for processing. The session reviews key guidelines, required paperwork, and the approval process.
PRO318 Hiring Graduate Assistants and Fellows
Monday, June 18, 8:30 a.m. to 12:00 noon
Instructors: Ricky Whitney and Anita Kelly
Designed to increase participants’ understanding of the requirements (eligibility and paperwork), processes, and steps involved in hiring a Graduate Assistant or Pre- or Post-Doc Fellow. The session reviews requirements and paperwork, and discusses and demonstrates ePAF and the Letter of Appointment.
PRO319 Guide to Faculty Appointments, Recruitment, and Hiring for UF Administrators
Thursday, July 12, 1:30 to 4:30 p.m.
Instructors: Janet Malphurs and Melissa Curry
Faculty appointments and titles will be covered, including appointment status modifiers, administrative titles, and a brief explanation of the recruitment process. This workshop will address OPS, salaried, and courtesy faculty as well as post-doctoral associates.
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Payroll/Leave Grouping
PRO315 Advanced Topics in Payroll and Leave
Tuesday, June 26, 1:30 to 4:30 p.m.
Instructors: Jennifer Kingswell and Linda Orfield
This session reviews and discusses the university’s pay cycle and payroll calendar alongside various payroll/leave tools such as paylists, review paycheck and leave balances, and Payable Time Detail. Time reporting codes (TRCs) and earnings codes, adjustments, and wage refund calculation requests, and leave processes/issues will be reviewed.
PRO320 UF Leave Policy
Tuesday, August 14, 9 a.m. to 12 noon
Instructor: Jennifer Kingswell
Designed for payroll processors, department administrators, and supervisors, this session provides an in-depth review of UF leave policy and facilitates a better understanding of FMLA and extended leaves of absence.
PST081 Payroll Distributions
Course involves the myUFL system
Course available through e-learning
Designed for departmental staff responsible for their departments’ employee labor charges and cost allocations, this workshop covers how to navigate to UF Payroll Distributions—with opportunity to add and update a distribution.
PST110 Time and Labor
Course involves the myUFL system
Course available through e-learning
Required for payroll processors and department administrators and recommended for all UF supervisors and managers, this interactive session reviews reporting and approving time and leave, managing exceptions, using time and labor tools, and basic rules on leave policy and practice. This class is required to obtain the UF_TL Payroll Processor role.
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Fiscal Management Track Core Courses
PRO302 The Color of Money: A Guide to How Moneys May Be Spent at UF
Tuesday, June 19, 1:30 to 4:30 p.m.
Thursday, August 23, 1:30 to 4:30 p.m.
Instructor: Mike McKee
This workshop will introduce UF’s sources of funds along with the accompanying rules, or directives, that govern how each type of moneys may be spent. Participants will learn about “allowable expenditures” for each funding source and will practice applying the rules to ensure uniform and consistent application of associated directives.
PRO303 Internal Controls at UF
Course also available through e-learning
Participants will be introduced to an “internal control framework” and study the key concepts together with a series of questionnaires that will guide them in performing unit-based internal control self-assessments.
PRO304 Basic Accounting Concepts for UF Administrators
Wednesday, June 27, 1:30 to 4:30 p.m.
Friday, August 3, 9 a.m. to 12 noon
Instructor: Ted Griswold
This course will enable you to develop a basic understanding of the accounting structure, system, and concepts used to manage the financial transactions and flow of money at the university.
PST950 Budget and Commitment Control
Course involves the myUFL system
Course also available through e-learning
Wednesday, June 6, 8:30 a.m. to 12:00 noon
Instructor: Stephanie Nielsen
Attend this workshop to learn about UF’s approach to budgeting in myUFL. Commitment Control is an accounting methodology that identifies and reserves (or commits) funds for future payment obligations.
PST130 Departmental Reconciliation
Course involves the myUFL system
Wednesday, May 16, 8:30 a.m. to 12:00 noon
Instructor: Barbara Bennett
Wednesday, June 13, 8:30 a.m. to 12:00 noon
Wednesday, July 25, 8:30 a.m. to 12:00 noon
Instructor: Ted Griswold
In this class we introduce reports, tools, directives, and recommendations for management of financial activities at the departmental level.
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Fiscal Management Track Electives
Other electives may be found listed under the myUFL Fiscal and Reporting courses
PRO305 Purchasing Policy - Purchasing 101
Thursday, June 7, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Thursday, August 2, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Instructor: Karen Olitsky
Purchasing 101 is an introduction and overview of the purchasing policies, regulations and statutes that govern purchasing at the University. This workshop is for requisition initiators and department approvers who work with requisitions and purchase orders. Topics covered include elements of a good quote, dollar levels for verbal and written quotes, definitions of public solicitations and tips for working with the UF Purchasing Department.
PRO306 UF Travel Directives Workshop
Wednesday, May 9, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Wednesday, July 11, 8:30 a.m. to 12 noon, Elmore Hall, Room 101
Instructors: Brett Wallen and Dianna Covington
This workshop is designed for departmental representatives who perform travel-related duties. This workshop is designed to provide an in-depth review of travel-related rules/guidelines and answer the question... “What is allowed to be claimed in accordance with the UF Travel Directives?”
PRO323 Post-Award Overview at UF
Wednesday, June 20, 9 a.m. to 12 noon
Instructors: Brian Sevier, Kat Carter-Finn, Brian Miller
The three “core” post-award (contract and grant) offices at UF have created this course to provide an overview of the “Post Award” area within research administration. Key areas of responsibility will be explored so that faculty, department administrators, and other key research personnel will understand how these offices serve them in managing the sponsored program portfolio. This class is a prerequisite for PRO334.
PRO334 Budget Management for Sponsored Programs
Tuesday, May 8, 1:30 to 4:30 p.m.
Instructors: Tiffany Schmidt, Stephanie Lafferty and Jonathan Evans
Prerequisite to attend: PRO323. This course provides a detailed review of the information that department administrators and faculty need to appropriately manage their sponsored program funds. Participants will explore rules/regulations, modifiers impacting direct and indirect costs including the use of budget codes in PeopleSoft, the impact of Level 3 and Level 5 in Commitment Control, budget transfers, and expense monitoring and reconciliation.
PRO335 Accounts Payable 101
Monday, July 23, 9 a.m. to 12 noon, Elmore Hall, Room 101
Monday, August 20, 9 a.m. to 12 noon, Elmore Hall, Room 101
Instructors: Penny Jackson, Nick Sessions, Deborah Anderson
Paying vendors at the University of Florida can be very complex due to the overwhelming amount of rules and guidelines that must be followed. This workshop is designed for departmental representatives that input vouchers to pay vendors. This is not a "how to" workshop. This workshop is designed to provide an in-depth review of Accounts Payable related rules/guidelines and answer the question.... "What is allowed to be paid in accordance with the UF Accounts Payable Directives?"
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PRO301 UF 101: What Every Employee Should Know About the University of Florida
Course available through e-learning
Also counts toward Managing at UF: The Supervisory Challenge
This workshop is designed to increase institutional awareness so that employees at the University of Florida may be more effective in their jobs as they navigate the complexities of our large university and serve as resources for others. This workshop reviews UF’s overall organizational structure, its managerial structure (deans, directors, department chairs, etc.), and other relevant university relationships, including the University Board of Trustees and Board of Governors. Other key resources and facts about the university also are introduced.
PRO307 Problem Solving in the Workplace
Also counts toward Managing at UF: The Supervisory Challenge
Thursday, May 3, 1:30 to 4:30 p.m.
Thursday, August 2, 9 a.m. to 12 noon
Instructors: Courtney Moon
Participants will focus on developing their ability to tackle workplace problems by using a logical, systematic approach that builds on their own strengths. Focus will be on ways participants can cultivate their abilities to evaluate options and implement solutions considering a range of information using the Myers-Briggs Type Indicator.
SCS010 HR 101: A Practical Guide to Fair and Legal Supervision
Also counts toward Managing at UF: The Supervisory Challenge
Thursday, May 10, 9 a.m. to 12 noon
Tuesday, July 31, 1:30 to 4:30 p.m.
Instructors: Kim Czaplewski and Kevin Clarke
Explore the legal side of supervisory decision-making by examining how federal laws affect employment decisions, what you can and can’t ask applicants and employees, and UF policies and procedures.
SCS060 Relationship Strategies
Also counts toward Managing at UF: The Supervisory Challenge
Thursday, June 7, 1:30 to 4:30 p.m.
Monday, August 13, 9 a.m. to 12 noon
Instructor: Ronda Mitchell
This workshop offers guidelines for understanding and adjusting to the differences in people through behavior observation.
GET050 Achieving Results
Wednesday, June 6, 9 a.m. to 12 noon
Wednesday, August 29, 9 a.m. to 12 noon
Instructor: Courtney Moon
This session focuses on a key workplace skill—identifying and achieving desired results. You will learn to identify clearly what you want and define your priorities; explore methods for persisting in the face of challenges; create clear goals; and develop a strategy that leads to accomplishment of your goals.
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